CLE:

1.00 General Credit

States Pre-Approved: AR, CA, FL, MO, NJ, NV, NY, OH, OK, PA, TX, UT, VT

States Pending Approval: GA, IL, KS, TN

States Eligible to Claim Credit with Certificate: AK, AZ, CT, MT, ND, NH

CFP:
If you would like CFP credit, you must contact cle@wealthcounsel.com by April 7, 2024.  Eligible for 1.0 credits (National CFP Board)

CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 4/1/2024

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255.  Note: we do not offer CPE to CPAs in individual states, only through NASBA.

Self-Apply:  If you do not see your state listed, please self-apply. Should you need information to do so, please contact cle@wealthcounsel.com.

Verification Codes:  Please take note of the verification codes given during the program and save them. You do not need to send them to us unless we ask for them. We can see your attendance and login times; however, if there are any unforeseen state bar or WealthCounsel attendance or technical issues, you may be asked for it.

Credits Awarded:  In order to be awarded the FULL amount of credit hours, you must be present during the entire program.  Credit will not be awarded for recordings viewed through the Event Hub.

Credits Reported: Once attendance analysis is verified and completed, we will report credits to those we seeked approval in and that we are required to (GA, IL, KS, NV, OH, OK, PA, TN, TX, UT).  All others are self reporting states.

Certificates of Completion:  We will email your CLE certificate of completion approximately 4-6 weeks after the event. It will also include the Agenda and Bios to help you self-apply in states that are not approved for CLE.  You do not need to send them back to us, however please keep them in your files on your desktop or elsewhere - in case you are asked for them by your state bar or governing agency.  

NOTE: For accurate records, each employee in an organization must register individually for CLE attendance reporting and audit.